IMZ Advisory Inc.

RIASEC RegisteredEst. 2021

Total AUM

$453M

Discretionary

$388M

86% of AUM

Avg account

$902K

Accounts

502

Employees

4

Advisory reps

5

Firm details

Headquarters: Boca Raton, Florida
CRD number: 314890
Registered since: August 18, 2021
Website: www.imzfinancialservices.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, NATIONWIDE SECURITIES, LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.53%
Pension & Profit Sharing Plans34.22%
Individuals11.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

IMZ Advisory Inc. is an independent, SEC-registered registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm charges a mix of asset-based fees and fixed fees and identifies portfolio management for individuals, small businesses, and institutions among its advisory activities; it also lists selection of other advisers and pension consulting services as part of its service set. IMZ does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
Investment Grade Corp Bonds22%
Other4%
Public Funds/Mutual Funds1%

Owners & executives

1 of 1

Shellie Correa
COO & CCOCRD 5283205

Contacts

3 of 4

Cory Davis
Vice PresidentCRD 5930757
Irwin Zagoria
PresidentCRD 1424184
Christian Russo
Portfolio ManagerCRD 6344044

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 40

Active vs passive

$784M in ETFs

Passive

95%

$745M

Active

5%

$39.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)	State Street	Passive	Technology	$93.6M	491,428	11.94%

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Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Palm Beach
Address: 137 W Royal Palm Rd
Time zone: ET (UTC-5)
Office locations

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